XYPN Radio / Security

April 22, 2020

Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

We are excited to have XYPN members Sean Gillespie and Paul Allen—founders of the fee-only firm Redeployment Wealth Strategies—on the show today. Both Sean and Paul chose financial planning as their encore careers after serving in the Navy for over 20 years. After meeting by chance th …

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April 15, 2020

Ep #251: Making Advice Available in the Time of COVID-19

Ep #251: Making Advice Available in the Time of COVID-19

On this special episode centered around COVID-19 and XYPN's pro bono effort, we are joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only f …

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